Envestnet Portfolio Solutions
CAM

Envestnet Portfolio Solutions’s AB California Intermediate Municipal ETF CAM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio CAM Stock Details CAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,765
Closed -$270K – 1551
2025
Q4 		$270K Buy
+10,765
New +$271K ﹤0.01% 1339

Other funds holding CAM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $464M AUM 16.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Envestnet Portfolio Solutions's CAM Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of AB California Intermediate Municipal ETF (CAM) in Q1 2026, closing a stake of 10,765 shares — an estimated $270K sold.

Envestnet Portfolio Solutions first reported a position in CAM in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 48 funds tracked by Wall St. Rank hold CAM as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining AB California Intermediate Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,765 AB California Intermediate Municipal ETF shares in Q1 2026, an estimated $270K.
  • Envestnet Portfolio Solutions first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's AB California Intermediate Municipal ETF position peaked at $270K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.